OVERVIEW
Group Benefits, an Alera Group company, is looking for an Employee Benefits Account Manager to join our team. We are seeking highly motivated colleagues who bring an equal mix of strategic and tactical experience.
Alera Group was founded in 2017 and has grown to become the 15th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
RESPONSIBILITIES
- Manage the Employee Benefit renewal process for small, mid-size and large group clients from the marketing process to enrollment.
- Respond to client questions and problem solve in a professional and effective manner. Act as a resource in resolving client issues by utilizing excellent communication and benefits knowledge, and strong problem-solving skills.
- Proactively communicate and advise clients regarding renewal strategies, and work with the Chief Client Officer to provide appropriate follow-through to ensure client satisfaction.
- Handling client service issues in a timely manner, to include eligibility (additions, changes, terminations, ID card requests, etc.), and provide support to resolve claim issues.
- Complete the marketing process including requesting quotes, submitting appropriate initial and follow-up documentation, and completing spreadsheets.
- Request carrier claims and utilization reports, and prepare presentation materials as needed based on group size.
- Updating all renewal, communication and client data in the agency management system.
- Interpret and disseminate information on regulatory matters and communicate with clients as laws change.
- Work continually towards self-development to stay current on Employee Benefits compliance and other advancements/developments in the industry.
- Serve as Compliance Liaison by assisting the team with triaging compliance questions and connecting with resources, vendors, or individuals who are best suited to assist. Will spot trends within the agency and work with the national compliance team on additional trainings or resources for any particular subject.
QUALIFICATIONS
- Current Tennessee Insurance License in Life and Health required.
- Experience with small, mid-size, and large group employee benefits, including self-funding, level funding, and fully insured.
- Experience in use of Agency Management Software systems is required.
- Excellent interpersonal and communication skills, and a desire to be of genuine service to clients.
- Detail-oriented, able to work independently, and handle sensitive materials with confidentiality.
- Ability to thrive in a fast-paced, team environment, applying critical thinking to processes and adhering to company values.
Must have understanding of the small business environment, where tasks overlap and immediate needs of the Managing Partner often take precedence over ongoing duties.
This job requires presence in the office on a hybrid schedule as agreed with the manager.
BENEFITS
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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